MWM
Moran Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,135
| Closed | -$879K | – | 436 |
|
|
2024
Q4 | $879K | Buy |
4,135
+119
| +3% | +$25.3K | 0.03% | 308 |
|
|
2024
Q3 | $924K | Sell |
4,016
-4
| -0.1% | -$921 | 0.03% | 301 |
|
|
2024
Q2 | $918K | Buy |
4,020
+264
| +7% | +$60.3K | 0.03% | 296 |
|
|
2024
Q1 | $743K | Buy |
3,756
+72
| +2% | +$14.2K | 0.02% | 312 |
|
|
2023
Q4 | $731K | Sell |
3,684
-375
| -9% | -$74.5K | 0.03% | 316 |
|
|
2023
Q3 | $711K | Buy |
4,059
+86
| +2% | +$15.1K | 0.03% | 282 |
|
|
2023
Q2 | $774K | Buy |
+3,973
| New | +$774K | 0.03% | 263 |
|